MEET THE WEALTH MANAGEMENT TEAM
CERTIFIED FINANCIAL PLANNER® and Certified Public Accountant
Jeff can be reached at:
Jeff received his B.S. accounting and finance majors from Arizona State University graduating Summa Cum Laude. Jeff has over 30+ years solving problems and needs for clients has a Certified Financial Planner® Professional designation and 43+ years as a Certified Public Accountant.
Jeff enjoys putting his client first and sees himself as a trusted fiduciary for clients. He strives each day to improve the tax, financial, and personal lives of each of his tax and financial clients by offering a proven system to reach clients goals.
Birth Place: Shreveport, LA – Jeff’s family moved to Phoenix when Jeff was 2 years old.
Favorite Childhood Memory: Charity work to help dog and cat adoptions.
Hobbies: Physical fitness, eating healthy foods and learning new useful tools.
Passions: Relentless solution focus to help clients! Help animal charities. Member of President’s Club for Arizona Humane Society (AHS). Co-founder with wife Shari of Brooks Keeping Families Together – a charity that helps low income pet owners to pay for their vet and prescriptions cost.
Family Life: Jeff has been happily married to Shari for over 44 years. They have one daughter Rebecca and one grandson Danny.
Shari and Jeff consider their 4 rescue dogs as their “children too.”
Favorite Quotes: “You have two ears and one mouth so listening twice as much as you talk. Listening is a sign of respect and I learn by listening and asking good questions”